Dorothy Maxwell IFA

Business overview

Independent Financial Adviser Based In Hull The value of pensions and investments can fall as well as rise, you may get back less than you invested.

I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.

This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals

First meeting will be at our expense.

As I am independent I am able to research the entire market place. I can offer a guiding hand through the maze of products and financial planning strategies. I can help clarify your financial priorities and your short, medium and long term financial goals, your risk tolerance and what you want from life. Then I will make recommendations that will help you meet your financial goals both now and in the future. I try to understand your affairs and explain our solutions clearly and concisely so that you can understand the benefits of the route you have chosen.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Buy to let mortgages are not regulated by the Financial Conduct Authority

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered

on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth

management Ltd. 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and

Wales Number: 05998270